Insurance agencies

What belongs in a one-page monthly operations report for an insurance agency: renewals, money owed, open work and the book. Plus what to leave out.

A monthly, insurer-by-insurer checklist for matching commission statements to your policies and bank deposits, plus the most common mismatches.

Keep every renewal on one list, whichever insurer carries it: fixed checkpoints from expiry, five statuses, and a next action for every policy.